About PGFIX
The Virtus Silvant Focused Growth Fund Institutional Class is a U.S. mutual fund designed to deliver long-term capital appreciation through a concentrated portfolio of large-cap companies. This fund follows a high-conviction investment strategy, typically holding between 25 and 35 stocks selected for their strong fundamentals, competitive advantages, and above-average free cash flows and operating margins. The portfolio emphasizes companies driving or benefiting from secular trends and disruptive innovations, positioning the fund in the large growth category.
The fund’s approach is rooted in rigorous, bottom-up research, focusing on metrics such as revenue growth, profitability, and cash flow, as well as industry-specific growth indicators. Its top holdings include leading technology and consumer businesses such as NVIDIA, Apple, Microsoft, Amazon, and Alphabet, reflecting a focus on sectors reshaping the economic landscape. Approximately 70% of the fund’s assets are typically allocated to its top ten holdings, underscoring its concentrated style. With an emphasis on quality, innovation, and market leadership, Virtus Silvant Focused Growth Fund Institutional Class serves as a vehicle for investors seeking exposure to dynamic, high-growth U.S. companies within the mutual fund market.
Fund Family Virtus
Category Large-Cap Growth
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol PGFIX
Share Class Institutional
Index Russell 1000 Growth TR
PGFIX had a total return of 5.95% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.79%.
